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Monday, November 10, 2025
TopicBond yields

Topic: Bond yields

What’s behind bond yields’ logic-defying spike? The market’s concern over the future

While bond yields tend to fall amid low inflation & interest rate cuts, market experts say they’ve been rising due to concerns over tax collections, fiscal deficit & potential impact of US tariffs.

Moody’s US credit rating downgrade may usher in a new era—waning investor interest in US govt bonds

For the first time in over a century, world’s largest & most liquid bond market doesn’t have an Aaa rating. Over the past decade, US govt’s fiscal metrics have deteriorated considerably.

With tariff-related uncertainties piling, India must quicken US deal talks, engage more trade partners

US consumer confidence & inflation are flashing warning signs, besides depreciating dollar. In India, weak FDI flows & volatile portfolio investments may keep financial account strained.

Beyond the US tariff pause lie threats of global slowdown, supply glut. For India, some opportunities

On 2 April, US President Donald Trump announced the implementation of reciprocal tariffs on about 60 countries, escalating global trade tensions. On 9 April,...

India is speeding towards 4th largest economy spot, but global & domestic challenges await in 2025

A big source of uncertainty will be trade after Trump assumes office. However, within India, rural demand is likely to sustain momentum & inflation is less likely to be a big problem.

Trump’s policies are leading to high US bond yields, stronger USD. India must brace for volatile rupee

The rupee has been depreciating lately due to FPI outflows, dollar strength & weak corporate performance. The slide, however, is less steep compared to other emerging markets.

Uncertainty over Israel-Hamas war, rising US bond yields to hit stock markets for foreseeable future

Rising oil prices and muted second quarter financial performance of key IT sector companies are other sources of potential volatility for Indian markets.

Why FPIs are fleeing Indian debt and how bond markets have become volatile

Overseas ownership of Indian govt & sovereign bonds has fallen to record lows. FPIs have utilised less than 25% of their investment limit in govt bonds & just 17% in corporate bonds.

Fed’s hawkish pivot sends sovereign yields soaring to highs across Asia, Australia, NZ

With growing expectations that the Fed stance will spur rapid tightening from central banks all over, yields rose across regions including in Asia.

Gold holds decline as bond yields climb on expected Fed rate hikes

Gold is holding above $1,800 an ounce after dropping for the first time in three years in 2021 as central banks globally started dialing back on pandemic-era stimulus.

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Bihar is where politics moves, and everything else stands still

Bihar is blessed with a land more fertile for revolutions than any in India. Why has it fallen so far behind then? Constant obsession with politics is at the root of its destruction.